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STEL

Stellar Bancorp

Delisted

STEL was delisted on the 30th of June, 2026.

194 hedge funds and large institutions have $981M invested in Stellar Bancorp in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 191194 (+3)

2% more capital invested

Capital invested by funds: $958M → $981M (+$22.9M)

0.44% more ownership

Funds ownership: 61.51%61.94% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
63
Reduced
70
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$105K +$1.78K +58 +2%
PMFA
152
Plante Moran Financial Advisors
Michigan
$91.9K
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$91.5K -$461 -15 -0.5%
TRCT
154
Tower Research Capital (TRC)
New York
$88.1K +$9.16K +298 +12%
SCM
155
Sterling Capital Management
North Carolina
$83.9K -$16.8K -546 -17%
Osaic Holdings
156
Osaic Holdings
Arizona
$68.9K -$92 -3 -0.1%
KBC Group
157
KBC Group
Belgium
$61K
GI
158
GAMMA Investing
California
$51.9K +$3.47K +113 +7%
MCM
159
MAI Capital Management
Ohio
$31.9K +$952 +31 +3%
EWA
160
EverSource Wealth Advisors
Alabama
$23.5K -$522 -17 -2%
PWPS
161
Pinnacle Wealth Planning Services
Ohio
$22.9K +$22.7K +740 New
PA
162
Parallel Advisors
California
$19.4K
SAM
163
Smartleaf Asset Management
Massachusetts
$17.7K
CCM
164
Chilton Capital Management
Texas
$14.7K -$21.5K -700 -60%
SL
165
Salomon & Ludwin
Virginia
$10.7K +$8.05K +262 +336%
S
166
SignatureFD
Georgia
$9.87K +$922 +30 +10%
HCA
167
Harbor Capital Advisors
Illinois
$8K -$154 -5 -2%
ECSS
168
Eurizon Capital SGR SpA
$7.74K +$7.68K +250 New
LAM
169
Lummis Asset Management
Texas
$6.19K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$5.94K +$522 +17 +10%
UB
171
UMB Bank
Missouri
$5.01K +$399 +13 +9%
US Bancorp
172
US Bancorp
Minnesota
$4.67K +$1.5K +49 +48%
TWD
173
True Wealth Design
Ohio
$4.52K +$31 +1 +0.7%
SIS
174
Sound Income Strategies
Florida
$4.22K +$3.99K +130 New
EP
175
Essential Partners
California
$4.12K +$799 +26 +24%

STEL Hedge Fund Activity: Q4 2025 in Review

194 of the 8,253 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q4 2025, worth a combined $981M — up 2.4% from $958M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STEL positions and 19 closed out — a net gain of 3 holders — while 63 added to existing stakes and 70 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $32.1M. The largest seller was William Blair Investment Management, cutting an estimated $19.7M.

  • 194 institutional investors held Stellar Bancorp (STEL) as of Q4 2025, up from 191 in Q3 2025.
  • Funds reported $981M of Stellar Bancorp stock for Q4 2025, up 2.4% quarter-over-quarter.
  • 22 funds opened new Stellar Bancorp positions in Q4 2025 and 19 closed out, a net change of +3 holders.
  • The largest Stellar Bancorp buyer in Q4 2025 was North Reef Capital Management, an estimated $32.1M added.
  • The largest Stellar Bancorp seller in Q4 2025 was William Blair Investment Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2025.